Vanguard US Value Factor ETF
VFVA
65 hedge funds and large institutions have $365M invested in Vanguard US Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 14 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
8.37% less ownership
Funds ownership: 102.07% → 93.7% (-8.4%)
10% less funds holding
Funds holding: 72 → 65 (-7)
13% less capital invested
Capital invested by funds: $419M → $365M (-$54.4M)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$4.35M |
| 2 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$3.43M |
| 3 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$2.44M |
| 4 |
CCP
Cassia Capital Partners
Winston Salem,
North Carolina
|
+$1.76M |
| 5 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FRA
Frank Rimerman Advisors
Palo Alto,
California
|
-$18M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$7.41M |
| 3 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$6.33M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.8M |
VFVA Hedge Fund Activity: Q3 2022 in Review
65 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Value Factor ETF (VFVA) for Q3 2022, worth a combined $365M — down 13% from $419M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of VFVA and 8 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 27 added.
The largest buyer was RWA Wealth Partners, adding an estimated $4.35M. The largest seller was Frank Rimerman Advisors, exiting entirely with an estimated $18M sold.
- 65 institutional investors held Vanguard US Value Factor ETF (VFVA) as of Q3 2022, down from 72 in Q2 2022.
- Funds reported $365M of Vanguard US Value Factor ETF stock for Q3 2022, down 13% quarter-over-quarter.
- 8 funds opened new Vanguard US Value Factor ETF positions in Q3 2022 and 14 closed out, a net change of -6 holders.
- The largest Vanguard US Value Factor ETF buyer in Q3 2022 was RWA Wealth Partners, an estimated $4.35M added.
- The largest Vanguard US Value Factor ETF seller in Q3 2022 was Frank Rimerman Advisors, an estimated $18M sold.
Based on aggregated 13F filings for Q3 2022.